Diversify Advisory Services’s Constellation Energy CEG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$834K Buy
2,463
+1,349
+121% +$457K 0.03% 372
2025
Q1
$252K Sell
1,114
-1,400
-56% -$317K 0.02% 548
2024
Q4
$767K Buy
2,514
+931
+59% +$284K 0.04% 278
2024
Q3
$421K Buy
+1,583
New +$421K 0.02% 405